+547.9%
TDG vs DOC
+15.7%
+532.2%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.3% |
| 7D | +4.4% | +6.5% | -2.1% | +1.3% |
| 30D | +9.2% | +9.2% | 0.0% | +4.6% |
| 3M | -5.2% | -2.5% | -2.7% | -4.3% |
| 6M | -2.9% | +7.1% | -10.0% | -6.8% |
| YTD | -10.0% | +33.0% | -43.0% | -23.3% |
| 1Y | -5.9% | +23.3% | -29.1% | -16.7% |
| 3Y | +57.6% | +44.9% | +12.6% | +22.3% |
| 5Y | +116.5% | -21.6% | +138.1% | +135.9% |
| All | +547.9% | +15.7% | +532.2% | +498.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded DOC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling